+291.1%
APH vs BR
-1.3%
+292.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.2% | +1.2% |
| 7D | +5.0% | -5.3% | +10.2% | +5.6% |
| 30D | -3.9% | +6.4% | -10.3% | -4.7% |
| 3M | +13.0% | +13.6% | -0.7% | +11.1% |
| 6M | +25.2% | -6.7% | +31.9% | +28.4% |
| YTD | +22.9% | -21.1% | +44.0% | +33.7% |
| 1Y | +47.8% | -29.6% | +77.4% | +69.2% |
| All | +291.1% | -1.3% | +292.3% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling